Roles within Clockwork
There is a hierarchy of roles available in the Clockwork platform. In this article, we list these roles and their accessibilities and limitations so that you can properly assign roles to users. We also provide instructions on how to change a user role.
Roles in Clockwork
Partner Role
Partner users have the broadest access within Clockwork. They have the ability to:
- Edit User Roles
- Deactivate/Reactivate Users
- Access Firm Settings
- Access, People, Companies and Projects tabs
Admin Role
- Admin users can change Firm settings (features, customizations, visibility settings).
- Deactivate/Reactivate Users
- Edit User Roles
- Delete Clients
- Access, People, Companies and Projects tabs
Recruiter Role
The recruiter Role is the most common role designated.
- Access to People, Companies, and Project tabs.
- Invite users to their projects, edit Users on their projects
Researcher Role
The researcher role is very similar to recruiter roles
- Access to People, Companies, and Project tabs.
- Invite users/team members to projects
External Recruiter Role
The external recruiter role is a special role type within Clockwork that must be requested.
- Only have access to the projects to which they have been invited.
- They can interact within a project the same way a User can. They DO NOT have access to People, Companies, other Projects.
Change a User role
1. Go to Firm Settings
2. Select Users
3. Search for User. If user needs to be re-activated, follow steps here to re-activate first.
4. Select the "menu icon" on far right of screen to edit the user.
5. Select new user role and save changes
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